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Regal Investment Advisors LLC: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regal Investment Advisors LLC on IUSB, newest first. How the timeline and the estimate are built.

Regal Investment Advisors LLC held 699,010 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 699,010 shares
    Change vs previous 13F +206,204 shares

    1.68% of the 13F portfolio, value $32,259,299.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 492,806 shares
    Change vs previous 13F +43,940 shares

    1.31% of the 13F portfolio, value $22,762,727.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 448,866 shares
    Change vs previous 13F +59,972 shares

    1.25% of the 13F portfolio, value $20,890,202.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 388,894 shares
    Change vs previous 13F -37,179 shares

    1.18% of the 13F portfolio, value $18,165,242.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 426,073 shares
    Change vs previous 13F -12,479 shares

    1.48% of the 13F portfolio, value $19,697,348.

    13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 438,552 shares
    Change vs previous 13F +7,732 shares

    1.63% of the 13F portfolio, value $20,208,454.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 430,820 shares
    Change vs previous 13F -37,271 shares

    1.46% of the 13F portfolio, value $19,473,046.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 468,091 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $22,056,491.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).